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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Donald Szewczyk (CRD# 4929765) is an Investment Advisor Representative working at Lincoln Investment in Erie, PA and has over 18 years of experience in the finance industry. Donald Szewczyk has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Brittany Taylor (CRD# 4599159) is an Investment Advisor Representative working at Hbks Wealth Advisors in Erie, PA and has over 21 years of experience in the finance industry. Brittany Taylor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Daniel Teed (CRD# 1539099) is an Investment Advisor Representative working at Wedgewood Investors Inc. in Erie, PA and has over 37 years of experience in the finance industry.
Daniel Teed (CRD# 1936577) is an Investment Advisor Representative working at Wedgewood Investors Inc. in Erie, PA and has over 18 years of experience in the finance industry.
Stephanie Terbrock (CRD# 6989890) is an Investment Advisor Representative working at Elite Life Management LLC in Erie, PA and has over 5 years of experience in the finance industry.
Mark Tetuan (CRD# 829387) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Erie, PA and has over 39 years of experience in the finance industry.
Carolyn Tewell (CRD# 4337446) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Meadville, PA and has over 14 years of experience in the finance industry.
David Tofel (CRD# 2630560) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Erie, PA and has over 28 years of experience in the finance industry. David Tofel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Michelle Toth (CRD# 2489354) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Fairview, PA and has over 28 years of experience in the finance industry.
Joseph Trani (CRD# 6618644) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Meadville, PA and has over 6 years of experience in the finance industry.